Oak City Consulting

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1768 Heritage Center Dr Ste 204, Wake Fo...

Phone Number

(919) 844-6450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Oak City Consulting

Founded in 2012 in Raleigh, North Carolina, Oak City Consulting specializes in Gospel-driven institutional investing, assisting endowments, foundations, and family offices in developing investment processes that reflect their faith. With over 30 years of experience, the firm focuses on minimizing risk through strategic asset allocation and selecting managers who align with their clients' missions. They offer services as investment consultants or outsourced chief investment officers, tailoring their approach to meet the unique needs of each client. Oak City Consulting aims to help faith-driven institutions effectively manage the capital entrusted to them, fostering positive impact in the world.Explore more
Oak City Consulting's Social MediaPopular SearchesOak City ConsultingOak City MotorsOak City Consulting LLCOak City Holdings LLCOak City Investment Group LLCSIC Code 62,628NAICS Code 52,523Show more

Oak City Consulting Org Chart

PhoneEmail
MS
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Partner, Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak City Consulting

<$5M
1-10
Private
-
2014
MS
Melissa SmithPartner, Chief Financial Officer
<$5M
11-50
Private
<$5M
1982
Karl Wellner, President & Chief Executive Officer at Papamarkou Wellner Asset Management
Karl WellnerPresident & CEO
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
1997
KG
Kelly GardnerOffice Manager
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
1995
DB
Deborah BejaranoChief Marketing Officer
<$5M
1-10
Private
-
2008
GD
Guy-Max DelphinFounder & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oak City Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oak City Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak City Consulting.

Oak City Consulting Tech Stack

A closer look at the technologies used by Oak City Consulting

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Frequently Asked Questions Regarding Oak City Consulting

What is Oak City Consulting's official website?
Oak City Consulting's official website is www.oakcityconsulting.com
What is Oak City Consulting's Revenue?
Oak City Consulting's revenue is <$5 Million
What is Oak City Consulting's SIC code?
Oak City Consulting's SIC: 62,628
What is Oak City Consulting's NAICS code?
Oak City Consulting's NAICS: 52,523
How many employees does Oak City Consulting have?
Oak City Consulting has 1-10 employees
What industry does Oak City Consulting belong to?
Oak City Consulting is in the industry of: Finance, Securities Trading
What is Oak City Consulting competition?
Oak City Consulting top competitors include: Delphin Investments, Defiant Capital Group, Campbell Williams, Papamarkou Wellner Asset Management
What technology does Oak City Consulting use?
Some of the popular technologies that Oak City Consulting uses are: Squarespace Online Stores, AppRiver, Adobe Typekit, Vimeo
Who is the CFO of Oak City Consulting?
Oak City Consulting's CFO is Melissa Smith
How do I contact Oak City Consulting?
Oak City Consulting contact info: Phone number: (919) 844-6450 Website: www.oakcityconsulting.com
What does Oak City Consulting do?

Founded in 2012 in Raleigh, North Carolina, Oak City Consulting specializes in Gospel-driven institutional investing, assisting endowments, foundations, and family offices in developing investment processes that reflect their faith. With over 30 years of experience, the firm focuses on minimizing risk through strategic asset allocation and selectin... g managers who align with their clients' missions. They offer services as investment consultants or outsourced chief investment officers, tailoring their approach to meet the unique needs of each client. Oak City Consulting aims to help faith-driven institutions effectively manage the capital entrusted to them, fostering positive impact in the world.Read More

What are Oak City Consulting social media links?
Oak City Consulting Linkedin page Oak City Consulting Twitter page Oak City Consulting Facebook page
Is Oak City Consulting a public company?
Oak City Consulting is private company therefore does not currently have an official ticker symbol
See more information about Oak City Consulting

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